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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
876
Perigon Wealth Management
California
$743K +$8.53K +58 +1%
LC
877
Lindbrook Capital
California
$743K +$23.8K +162 +3%
SMA
878
Sage Mountain Advisors
Georgia
$742K +$377K +2,561 +114%
SSA
879
Schonfeld Strategic Advisors
New York
$741K -$312K -2,119 -31%
TCBWMS
880
Texas Capital Bank Wealth Management Services
Texas
$734K +$142K +966 +25%
AUB
881
Atlantic Union Bankshares
Virginia
$734K -$1.62K -11 -0.2%
CFO
882
Callan Family Office
Pennsylvania
$733K -$342K -2,326 -33%
CGL
883
Clarius Group LLC
Washington
$732K +$231K +1,571 +49%
PP
884
Prudential plc
United Kingdom
$730K -$324K -2,205 -32%
SS
885
Sunbelt Securities
Texas
$730K +$147 +1 +0%
TWC
886
TD Waterhouse Canada
Ontario, Canada
$730K -$19.6K -133 -3%
NG
887
Norden Group
Utah
$726K +$238K +1,617 +52%
DWM
888
Dogwood Wealth Management
Kansas
$725K +$57.9K +394 +9%
RFN
889
RDA Financial Network
Iowa
$723K +$6.62K +45 +1%
PAM
890
Panagora Asset Management
Massachusetts
$721K -$113K -769 -14%
BC
891
Burney Company
Virginia
$721K -$33.4K -227 -5%
TCOTS
892
Trust Company of the South
North Carolina
$718K +$7.5K +51 +1%
FG
893
Fiduciary Group
Georgia
$715K -$13.1K -89 -2%
WAM
894
Werlinich Asset Management
Connecticut
$714K
LFA
895
Legacy Financial Advisors
Kentucky
$713K -$3.68K -25 -0.5%
WCM Investment Management
896
WCM Investment Management
California
$713K -$17.1K -116 -2%
IPAM
897
ICICI Prudential Asset Management
India
$712K -$10K -68 -1%
MHIC
898
Marble Harbor Investment Counsel
Massachusetts
$710K
3IP
899
3Chopt Investment Partners
Virginia
$708K +$675K +4,592 New
PTC
900
Private Trust Company
Ohio
$707K -$7.94K -54 -1%